港股详情

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中资券商股

1,139.831

-30.601-2.61%

涨家数：1

跌家数：15

平家数：2

市盈率：- -

高：1,169.502

开：1,169.502

低：1,133.986

收：1,170.432

数据加载中...

中信证券：海外业务已是水泥企业业绩增长的关键支撑

中国金融信息网

港股券商股走强，国泰君安涨超3%

每日经济新闻

港股中资券商股走强，国泰君安(02611.HK)、申万宏源(06806.HK)、中金(03908.HK)、招商证券(06

中信证券盘中异动早盘股价大涨3.08%

康希通信第4大股东拟减持 2023上市见顶招商证券保荐

中国经济网

光大证券：光伏玻璃需求向好国内锑价中枢有望上行

广发证券首席经济学家郭磊：政策框架打开了后续消费提升的想象空间

【数据中心电源概念震荡拉升泰豪科技2连板】泰豪科技2连板，奥海科技涨停，新柴股份涨超10%，潍柴重机、科泰电源、森源电气、苏美达等跟涨。消息面上，3月5日，美股玉柴国际继续大涨近13%，连续两日大涨近27%。据招商证券研报，年初以来，数据中心用大缸径发动机开始新一轮涨价（涨幅5-10%），预计涨势会继续甚至加速。

广发证券拟发行3年期美元高级债券初始指导价SOFR+115bps区域

金融界网站

【券商聚焦】中信证券料中国生命科学产业发展迎来了重大转折时刻

中金公司：预计1-2月国内挖机销量同比增长有望超过30%

【券商聚焦】中信证券指水泥行业国内业务承压海外业务成业绩增长关键支撑

【券商聚焦】中信证券：在地产产业链最看好交易服务商

【中信证券：中国水泥扬帆出海有望凭借较强成本优势提高市场份额】中信证券认为，国内水泥行业面临下游需求疲软的挑战，市场竞争愈发激烈，水泥价格也随之不断下滑。众多水泥企业纷纷将目光投向海外，东南亚和非洲是我们企业出海的热门目的地。非洲地区需求增长空间大，且参与者较少，水泥价格全球较高；东南亚是我国最大的海外产能区域，但近年需求增速放缓，部分区域产能过剩。鉴于欧洲国际巨头正逐渐退出新兴市场，我国企业有望凭借较强的成本优势提高市场份额。在我国水泥市场短期内难有较大转变下，海外业务已然成为水泥企业业绩增长的关键支撑。

华泰证券联合解读：2025政府工作报告有哪些看点？

中信证券：水泥出海正当时国内企业有望凭借较强成本优势提高市场份额

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09:42","pubTimestamp":1741225326,"startTime":"0","endTime":"0","summary":"泰豪科技2连板，奥海科技涨停，新柴股份涨超10%，潍柴重机、科泰电源、森源电气、苏美达等跟涨。消息面上，3月5日，美股玉柴国际继续大涨近13%，连续两日大涨近27%。据招商证券研报，年初以来，数据中心用大缸径发动机开始新一轮涨价（涨幅5-10%），预计涨势会继续甚至加速。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/03/06094248554797.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["BK0010","BK0037","BK4149","BK0214","BK0071","BK0005","BK0028","BK0156","BK0077","BK0078","BK0276","300153","BK0012","06099","BK0259","002993","600590","BK0201","002358","301032","BK0188","CYD","BK0183","BK0102","600710","BK0224","BK0169","BK0250","BK1147","BK1564","BK0134","BK0174","600999","BK0158","000880","BK0014","BK0070"],"gpt_icon":0},{"id":"2517700509","title":"广发证券拟发行3年期美元高级债券初始指导价SOFR+115bps区域","url":"https://stock-news.laohu8.com/highlight/detail?id=2517700509","media":"金融界网站","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517700509?lang=zh_cn&edition=fundamental","pubTime":"2025-03-06 09:27","pubTimestamp":1741224420,"startTime":"0","endTime":"0","summary":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 广发证券股份有限公司(GF Securities Co., Ltd.简称“广发证券”01776.HK000776.SZ标普：BBB 稳定,惠誉：BBB 稳定)拟发行Reg S、3年期、以美元计价的浮动利率债券。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/relnews/cn/2025-03-06/doc-inensrzp6894299.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK0183","SOFR","000776","01776","BK0276","SG9999001093.SGD","BK0188","BK1147","BK0028","BK0012","BK1564"],"gpt_icon":0},{"id":"2517974571","title":"【券商聚焦】中信证券料中国生命科学产业发展迎来了重大转折时刻","url":"https://stock-news.laohu8.com/highlight/detail?id=2517974571","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517974571?lang=zh_cn&edition=fundamental","pubTime":"2025-03-06 09:05","pubTimestamp":1741223147,"startTime":"0","endTime":"0","summary":"2025年3月4日，明确决定对因美纳公司采取“禁止其向中国出口基因测序仪”措施。该行认为中国生命科学产业发展迎来了重大转折时刻，国产公司全力对于已经和Illumina建立长期合作关系的终端而言，可能潜在面临试剂短缺、设备维修保养困难等问题，在转向新的检测平台之前，原有的检测业务可能直接面临停摆风险。","market":"us","thumbnail":"https://static.szfiu.com/news/20250109/MjZhZmU5OWE5M2M5YjFiNzE1NDI2Mjg5NzQxNQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MjZhZmU5OWE5M2M5YjFiNzE1NDI2Mjg5NzQxNQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1954449","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1997244956.HKD","LU1328615791.USD","BK1516","LU1997245094.SGD","BK0028","BK1564","LU1794554557.SGD","LU0405327494.USD","BK1147","BK0188","BK0183","BK1521","BK0276","LU2495084118.USD","BK0012","600030","LU1997245177.USD","BK0196","06030","LU2148510915.USD","LU2289578879.USD","LU1720050803.USD","LU0405327148.USD","LU1064131003.USD","LU1064130708.USD"],"gpt_icon":0},{"id":"2517974621","title":"中金公司：预计1-2月国内挖机销量同比增长有望超过30%","url":"https://stock-news.laohu8.com/highlight/detail?id=2517974621","media":"格隆汇","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517974621?lang=zh_cn&edition=fundamental","pubTime":"2025-03-06 09:05","pubTimestamp":1741223134,"startTime":"0","endTime":"0","summary":"中金公司研报称，本次政府工作报告中赤字率、公共预算、超长期特别国债、地方政府专项债券的目标均比去年有所提升。财政支出强度明显加大，且与此前政策相比，特别强调资金实际支出。资金到位率提升，有望促进基建以及大型工程项目开工率增长，有望提振工程机械等顺周期相关行业需求。预计1—2月国内挖机销量同比增长有望超过30%，中金公司认为，财政支出强度以及资金使用效率的提升，有望进一步推动国内工程机械等装备国内需求的上行。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.jrj.com.cn/2025/03/06090548554268.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["BK1516","BK0276","SG9999002828.SGD","BK1501","BK1147","03908","BK1564","601995"],"gpt_icon":0},{"id":"2517745279","title":"【券商聚焦】中信证券指水泥行业国内业务承压 海外业务成业绩增长关键支撑","url":"https://stock-news.laohu8.com/highlight/detail?id=2517745279","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517745279?lang=zh_cn&edition=fundamental","pubTime":"2025-03-06 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08:57","pubTimestamp":1741222625,"startTime":"0","endTime":"0","summary":"该行认为，房地产最确定的基本面变量，是大量成交换手才能推动价格走稳，即全年一二手房交易GTV超预期。所以，该行在地产产业链最看好交易服务商。此外，该行也看好具备好产品开发能力和优质资产组合的开发商，以及具备成长前景和分红能力的物业服务公司。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250109/MWQ0NzJkZTcxMzM4ODY4MjA2MzM0OTUz.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MWQ0NzJkZTcxMzM4ODY4MjA2MzM0OTUz.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1954445","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02777","LU0072913022.USD","LU0067412154.USD","BK1564","LU0370786039.SGD","SG9999010078.USD","LU0048580855.USD","LU0417516902.SGD","LU1997244956.HKD","LU2088748020.USD","IE00BZ08YT58.USD","00688","LU0329678337.USD","00081","000002","LU0737861772.HKD","01109","LU0650527681.SGD","06030","03900","LU1794554557.SGD","00123","LU2088747725.USD","600030","BK1570","00960","BK0196","BK1507","SG9999010052.SGD","SG9999009997.SGD","BK1240","IE00BVYPNP33.GBP","LU0791591158.USD","BK0188","03380","LU0594300419.USD","LU1023057109.AUD","03121","LU1152091168.USD","LU1993786604.SGD","LU2148510915.USD","LU1720050803.USD","03301","LU0738912210.USD","BK0183","BK0028","LU1366334651.USD","03990"],"gpt_icon":0},{"id":"2517487971","title":"【中信证券：中国水泥扬帆出海 有望凭借较强成本优势提高市场份额】 中信证券认为，国内水泥行业面临下游需求疲软的挑战，市场竞争愈发激烈，水泥价格也随之不断下滑。众多水泥企业纷纷将目光投向海外，东南亚和非洲是我们企业出海的热门目的地。非洲地区需求增长空间大，且参与者较少，水泥价格全球较高；东南亚是我国最大的海外产能区域，但近年需求增速放缓，部分区域产能过剩。鉴于欧洲国际巨头正逐渐退出新兴市场，我国企业有望凭借较强的成本优势提高市场份额。在我国水泥市场短期内难有较大转变下，海外业务已然成为水泥企业业绩增长的关键支撑。","url":"https://stock-news.laohu8.com/highlight/detail?id=2517487971","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517487971?lang=zh_cn&edition=fundamental","pubTime":"2025-03-06 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国内企业有望凭借较强成本优势提高市场份额","url":"https://stock-news.laohu8.com/highlight/detail?id=2517971671","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517971671?lang=zh_cn&edition=fundamental","pubTime":"2025-03-06 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